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Jefferies Identifies High-Quality Energy And Materials Stocks As Cyclical Rotation Accelerates
Jefferies Identifies High-Quality Energy And Materials Stocks As Cyclical Rotation Accelerates
Jefferies analyst Lloyd Byrne wrote in a note on Monday that surging refined-product margins, stronger gas-fired power demand, and improving earnings estimates are providing clear tailwinds for energy stocks, even as valuations and technicals appear stretched.
Byrne showed that the clearest source of strength in the energy market is refining. The six-month New York Harbor diesel-to-crude spread topped $100 (HOCL1 Index on Bloomberg) and has moved in close tandem with the Energy Select Sector SPDR Fund (XLE).
Included in the "10...
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Apr 6, 2026 / Tyler Durden
Federal Appeals Court Reinstates $656 Million Judgment Against Palestinian Authorities
Federal Appeals Court Reinstates $656 Million Judgment Against Palestinian Authorities
Authored by Joseph Lord via The Epoch Times,
A federal appellate court has agreed to reinstate a $656 million judgment against Palestinian authorities for Americans killed or wounded in attacks by the Palestinian Liberation Organization (PLO) and the Palestinian Authority while in Israel.
The ruling from the 2nd U.S. Circuit Court of Appeals was issued in the wake of a Supreme Court decision authorizing such suits for victims of international terrorism in a legal saga that’s been ongoing since the mid-2010s.
“We conclude...
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Jul 31, 2026 / Tyler Durden
UMich Sentiment Surges To Pre-War Highs; AI Fears Becoming "Salient"
UMich Sentiment Surges To Pre-War Highs; AI Fears Becoming "Salient"
Having rebounded from record (46 year) lows in June, University of Michigan's final July Sentiment survey was expected to show further improvement MoM, but a slight decline from the preliminary print as gas prices started rising again following the apparent end of the MoU-driven MidEast ceasefire.
However, from 49.5 final for June, UMich headline print rose to 54.4 preliminary and has now jumped further to 55.2 (54 exp) final - the highest since February.
Both Current Conditions and Expectations sub-indices also rose with...
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Jun 16, 2026 / Tyler Durden
Will Trump Break JFK's Agreement On Cuba?
Will Trump Break JFK's Agreement On Cuba?
Authored by Jacob Hornberger via The Future of Freedom Foundation,
In October 1962, the United States and the Soviet Union (i.e., Russia) came within an inch of all-out nuclear war with each other. To resolve the crisis, President John F. Kennedy and Soviet Premier Nikita Khrushchev entered into an agreement in which the United States agreed not to invade Cuba in return for Russia’s decision to withdraw nuclear missiles it had installed in Cuba.
For more than 50 years, both Russia and the United States...
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